As a CFP Board Registered Program, you must report completion of the coursework requirement on behalf of your students to CFP Board. This verifies their eligibility to sit for the CFP® exam and allows us to track their progress towards CFP® certification.
Completion of a candidate's coursework requirement through a registered program is to be reported by the school through the education verification system. This can be done through the CFP Board account of the program’s director and primary or secondary contact using the template provided.
Important tips for formatting and uploading your eligibility list are provided in the tip sheet.